Can I require that real estate be used for housing rather than resale?
The question of dictating how a beneficiary utilizes real estate held within a trust is a common one, especially with …
Point Loma Estate Planning Law
Can I require that family heirlooms be kept in trust and not sold?
The question of preserving family heirlooms within a trust is a common one for Ted Cook, a Trust Attorney in …
Can I require that a portion of all distributions go to a family charitable trust?
The question of directing a portion of trust distributions to a family charitable trust is a common one, and the …
Can I require specific lifestyle choices in the trust?
The question of whether you can dictate lifestyle choices within a trust is a common one for Ted Cook, a …
Can I require regular reevaluation of the beneficiary’s goals and progress?
As a trust attorney in San Diego, Ted Cook frequently encounters clients concerned with ensuring their trust’s benefits truly serve …
Can I require quarterly ESG reporting from the trustee?
The increasing focus on Environmental, Social, and Governance (ESG) factors has permeated nearly every facet of investment and financial management, …